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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
351
Spire Wealth Management
Virginia
$7.42M -$253K -9,720 -3%
IIA
352
Integral Investment Advisors
California
$7.41M +$2.63M +101,070 +54%
BFWA
353
Benchmark Financial Wealth Advisors
Florida
$7.38M +$1.21M +46,368 +19%
NEPWA
354
New England Private Wealth Advisors
Massachusetts
$7.37M -$310K -11,919 -4%
TBC
355
Ted Buchan & Co
California
$7.37M +$66.6K +2,559 +0.9%
DC
356
Davenport & Co
Virginia
$7.36M +$902K +34,656 +14%
TA
357
TrueWealth Advisors
Alabama
$7.23M -$576K -22,140 -7%
Fidelity Investments
358
Fidelity Investments
Massachusetts
$7.14M +$247K +9,477 +4%
SCM
359
Stonehearth Capital Management
Massachusetts
$7.09M +$7.12M +273,477 New
FSA
360
Financial Sense Advisors
California
$7.07M +$706K +27,120 +11%
MA
361
MBA Advisors
Pennsylvania
$7.02M +$88.2K +3,387 +1%
SOS
362
Silver Oak Securities
Tennessee
$7.01M -$811K -31,140 -10%
BGAI
363
Bruce G. Allen Investments
Colorado
$6.89M -$107K -4,116 -2%
PIMG
364
Patriot Investment Management Group
Tennessee
$6.88M +$1.25K +48 +0%
SIA
365
Soltis Investment Advisors
Utah
$6.87M -$2.3M -88,209 -25%
OP
366
ORG Partners
Indiana
$6.85M +$6.91M +265,449 New
PSCM
367
Per Stirling Capital Management
Texas
$6.81M -$345K -13,248 -5%
CFO
368
Custos Family Office
Texas
$6.8M +$6.83M +262,359 New
KWM
369
Kingsview Wealth Management
Oregon
$6.77M +$1.24M +47,751 +22%
UWM
370
USAdvisors Wealth Management
Minnesota
$6.7M -$29.4K -1,131 -0.4%
JSL
371
JT Stratford LLC
Georgia
$6.69M +$115K +4,437 +2%
MMA
372
Miracle Mile Advisors
California
$6.66M -$493K -18,948 -7%
PVAMC
373
PPS&V Asset Management Consultants
Michigan
$6.62M -$66.5K -2,556 -1%
SWP
374
Strategic Wealth Partners
Ohio
$6.61M -$22.3K -858 -0.3%
CG
375
Caprock Group
Idaho
$6.6M +$6.35M +243,951 +3,073%